Integrating Yotpo Loyalty & Referrals with Attentive

Goals and Outcomes

Integrating Yotpo Loyalty & Referrals with Attentive allows you to automatically sync loyalty program data to your Attentive account. This enables you to deliver personalized, data-driven customer communications via SMS and email.

In this article, you’ll learn how to set up and use the integration.

Integration Overview

To connect Yotpo Loyalty & Referrals with Attentive, complete the following steps:

1. Create an Attentive account.

2. Connect your Yotpo Loyalty & Referrals account to Attentive.

3. Configure communication flows to send Email/SMS messages based on customer behavior.

Connecting Yotpo Loyalty & Referrals with Attentive

Once you’ve created an Attentive account, you need to connect it to Yotpo:

1. From your Yotpo Loyalty admin, go to Integrations Center.

2. Locate the Attentive tile and click it.

3. Click Connect Attentive.

4. Authorize Yotpo Loyalty to access your Attentive account by clicking Authorize.

   Important

   For security reasons, the authorization window times out after 10 minutes of inactivity. Be sure to click the Authorize button within that time frame to complete the integration. If you weren’t able to complete the authorization within the timeframe, please uninstall the integration and reinstall it to try again.

   

5. To complete the setup, click Set up Attentive.

   

After setup, customer loyalty attributes and events will sync with Attentive in real time.

Note

Initial syncing may take up to a few hours to complete.

Information Shared in the Integration

There are two types of information that Yotpo Loyalty & Referrals pushes into Attentive:

1. Events: Webhook events that can be used to trigger specific communications, such as a post-purchase message with earned points.

2. Customer attributes: Customer-specific properties such as point balance, birthday, and tier status, which can be used to build highly personalized segments and campaigns.

3. Subscriber webhooks from Attentive: Yotpo also receives webhook data from Attentive when new subscribers sign up via sign-up units, landing pages, or checkout. These webhooks allow Yotpo to identify eligible subscribers and award points or discounts based on your configured earning rules.

Note

If you’re collecting subscribers via Sign-up Units, make sure the Forward data to Shopify setting is enabled in Attentive > Shopify app settings. This is crucial to ensure subscribers from Attentive Sign-up Units are created in Shopify and synced to Yotpo.

To locate the setting, go to Attentive > Marketplace > Shopify > Settings.

Creating Journeys and Segments Using Yotpo Loyalty Data

Journeys

To build automated communication flows (journeys) in Attentive using Yotpo loyalty data:

1. In Attentive, go to Journeys in the left sidebar.

2. Click Create journeys > Start from scratch.

3. From the Apps dropdown, select Yotpo Loyalty and choose a journey trigger (you can also see all available events under ‘All apps’).

   

4. Click Get Started and configure the journey using the editor.

Tip

Click the curly brackets icon in the text editor to insert Yotpo loyalty variables and use the search box to locate them faster.

Learn more about adding variables in Attentive.

Segments

You can also create dynamic segments using Yotpo Loyalty attributes to send targeted campaigns, such as sending exclusive offers to Platinum-tier members.

To create a segment:

1. In Attentive, go to Segments in the left sidebar.

2. Click Create segment > Dynamic segment.

3. Choose the relevant loyalty attribute (e.g., yotpo_loyalty_vip_tier_name) to define your audience.

Reward Attentive Signups with Loyalty Points and Discounts

With this integration, you can also reward customers for subscribing to Attentive Email or SMS directly from your Yotpo Loyalty admin with no development work or API setup required.

How It Works

• Create an Attentive Email/SMS Signup earning rule and configure it.

• Reward shoppers with points or coupons for signing up for SMS and/or email.

• Optionally, display the rule on your Rewards Page with a link to a custom page/URL to drive visibility.

Important

• The Attentive Email Signup and Attentive SMS Signup earning rules are only available for Shopify and Shopify Plus merchants with an active Attentive integration.

• The earning rules are available for both Shopify’s Legacy (Classic) and New Customer Accounts.

• Rewards will apply only to existing shoppers, meaning customers who already have a profile in Shopify (and therefore in Yotpo).

• New visitors who subscribe before a Shopify profile is created will not receive a reward, since they don’t yet have a Yotpo profile.

• Points will only be awarded to customers who have provided marketing consent. Subscribers who have given only transactional consent will not be eligible for points.

How to Set It Up

Start by creating an Attentive earning rule:

1. In your Yotpo Loyalty admin, go to Manage Program > Rewards Program.

2. Under Ways to earn, click Create earning rule.

   

3. Select Attentive Email Signup or Attentive SMS Signup.

4. Click Next and configure the rule details (reward type, amount, display settings, etc.).

   

5. Save your changes.

Next, configure how you will collect subscribers and trigger the new earning rule. You can:

• Add it to the Shopify checkout journey.

• Collect subscribers through sign-up units (e.g., popups, landing pages).

• Use third-party subscriber collection apps you’ve integrated with Attentive.

  • In general, subscribers collected through third-party apps will also be recognized and eligible for rewards if they have an existing Shopify profile, provided that the third-party app successfully syncs subscriber data to Attentive.

You can also display the earning rule on your Rewards Page, linking to a landing page where customers can subscribe and earn their reward.

Full List of Events to Trigger Emails

Full List of Available Customer Attributes

Core Customer Communication Examples

Points Earned

Notify customers when they earn points and show their updated balance.

Hey {{subscriber.firstName | default: 'there'}},

Good news - you just earned {{triggerEvent.custom['perk']['reward_points']}} points! 🎉

Your balance is:
{{triggerEvent.custom['customer']['points_balance']}}

Keep shopping and engaging with us to unlock even more rewards.

Tier Earned

Congratulate customers when they reach a new tier. Depending on the tier entry reward (points or a coupon), you can customize the messaging.

Entry reward: Points

Hey {{subscriber.firstName | default: 'There'}}

Congratulations! You've just been upgraded to {{subscriber.custom['yotpo_loyalty_vip_tier_name'] | default: 'a new'}} status 🎉

As a {{subscriber.custom['yotpo_loyalty_vip_tier_name']}} member, you got a special points perk from us!
{{triggerEvent.custom['new_tier']['reward_points']}}

Thank you for being one of our most loyal customers😍

Entry reward: Coupon

Hey {{subscriber.firstName | default: 'There'}}

Congratulations! You've just been upgraded to {{subscriber.custom['yotpo_loyalty_vip_tier_name'] | default: 'a new'}} status 🎉

As a {{subscriber.custom['yotpo_loyalty_vip_tier_name']}} member, you got a special coupon from us: {{triggerEvent.custom['redemption']['reward_text']}}

Thank you for being one of our most loyal customers😍

Tip

If your program includes a base tier, consider excluding it from this communication flow, as it’s not typically viewed as a true “upgrade.” Every customer is automatically assigned to the base tier (e.g., Bronze) upon joining the program.

Before creating a journey, make sure to first create a separate segment for each tier. These tier-based segments can then be used as triggers or conditions within the journey itself.

Here’s an example of a communication flow that excludes the base (Bronze) tier:

Referral Share Email

This email will be sent to the referred friend along with the referring customer’s unique referral link. The friend will click the link and receive an incentive to make their first purchase in your store.

Hey friend,  your friend shared a discount you’ll just love!
Here is a special discount on your first purchase to get you started.
Click below to unlock your offer:
Happy shopping! {{subscriber.custom['yotpo_loyalty_referral_link']}} 

Referral Completed

Reward the referring customer once their friend completes a purchase. The messaging will differ depending on the reward type configured in your referral program settings.

Points as a reward

Hey {{subscriber.firstName | default: 'there'}}

A friend made their first purchase using your referral link.
As a thank you, we've added {{triggerEvent.custom['perk']['reward_points']}} points to your account, which are redeemable for all kinds of great rewards at our store!
Log in to your account to see which rewards you could be eligible for!

Discount as a reward

Hey {{subscriber.firstName | default: 'there'}}

A friend made their first purchase using your referral link.
As a thank you, we're awarding you with {{triggerEvent.custom['perk']['redemption_option']['name']}} at our store!

Use this discount code at checkout:
{{triggerEvent.custom['perk']['redemption']['reward_text']}}

Customer Birthday

Celebrate customers’ birthdays with bonus points or a discount. The messaging will change depending on the reward type configured in your Birthday Reward earning rule.

Points as a reward

Happy birthday, {{subscriber.firstName | default: 'there'}}

You didn't think we'd come empty-handed, did you?
We're getting this party started with BONUS birthday points just for you.
We added {{triggerEvent.custom['perk']['reward_points']}} points to your account.
You now have a total of {{subscriber.custom['yotpo_loyalty_points_balance']}} points to treat yourself!
Happy Bday😍

Discount as a reward

Happy birthday, {{subscriber.firstName | default: 'there'}}

You didn't think we'd come empty-handed, did you?
We're getting this party started with a special discount just for you.
Enjoy this {{triggerEvent.custom['redemption_option']['name']}} reward off your next purchase!
Discount code: {{triggerEvent.custom['redemption']['reward_text']}}

Just enter it at checkout when you make your next purchase.
Happy Bday😍

Account Created

Welcome new members and highlight how they can earn and redeem rewards. This flow will be triggered after the New Member Reward earning rule is completed.

Hi {{subscriber.firstName | default: 'there'}} You got your new member reward!

Visit our rewards page to earn more points, redeem them for discounts, and get exclusive offers like early access to our newest products and VIP deals.

Log in today to check out your rewards!

Important

• This event can’t dynamically display the exact new member reward (points or coupon), since there’s no dynamic attribute available for it.

  • If using points as a reward, display the value as static content (e.g., “You earned 25 points”).

  • If using a discount, use the “Yotpo Loyalty - Redemption Created” event to send the coupon code.

Redemption Created

Send discount codes after a customer redeems points for a reward.

Hey {{subscriber.firstName | default: 'there'}},

Your {{triggerEvent.custom['redemption_option_name']}} reward is here!

Your discount code is:

{{triggerEvent.custom['redemption']['reward_text']}}

Just enter it at checkout when you make your next purchase😍

Points/Loyalty Expiration Reminder

Remind customers to redeem points before they expire.

Hey {{subscriber.firstName | default: 'there'}},
You have {{ subscriber.custom['yotpo_loyalty_next_points_expire_amount'] }} points expiring on {{ subscriber.custom['yotpo_loyalty_points_expire_at'] | date: "%m-%d-%Y" }}.
Don’t miss out—redeem them before they’re gone!

Tier Lost

Warn customers when they’re at risk of losing their tier.

Hi {{ subscriber.firstName | default: 'there' }},
Your VIP tier benefits will expire on {{ subscriber.custom['yotpo_loyalty_vip_tier_expires_at_date'] }}.
Stay active to keep your exclusive perks!